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High Net Worth Advisory Group’s XPO XPO Stock Holding History

High Net Worth Advisory Group’s Portfolio XPO Stock Details XPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-100
Closed -$3.33K – 594
2022
Q4 		$3.33K Sell
100
-68
-40% -$2.29K ﹤0.01% 560
2022
Q3 		$4K Hold
168
– – ﹤0.01% 604
2022
Q2 		$5K Buy
+168
New +$5.34K ﹤0.01% 592

Other funds holding XPO

MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return

High Net Worth Advisory Group's XPO Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of XPO (XPO) in Q1 2023, closing a stake of 100 shares — an estimated $3.33K sold.

High Net Worth Advisory Group first reported a position in XPO in Q2 2022 and held it in 3 quarters. The position peaked at $5K in Q2 2022. 384 funds tracked by Wall St. Rank hold XPO as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining XPO position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 100 XPO shares in Q1 2023, an estimated $3.33K.
  • High Net Worth Advisory Group first reported a position in XPO in Q2 2022 and held it in 3 quarters.
  • High Net Worth Advisory Group's XPO position peaked at $5K in Q2 2022.
  • 384 funds tracked by Wall St. Rank held XPO as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.